As the first quarter of 2024 comes to a close, allow Financial Planning to transport you back to one of the hottest wealth management events of 2023.
Financial Planning is taking a special look back at
Our walk down memory lane is a series of exclusive interviews with insiders and newsmakers conducted by Financial Planning Wealthtech Reporter Justin L. Mack,
In this clip, Mack chats with Brad Joudrie, chief revenue officer at Conquest Planning.
Conquest, a tech startup that wants to help planners better deliver personalized financial advice to clients, was founded in 2018 in Canada. Last fall the company was
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"We have a sense of really renewed and powerful energy as we enter the U.S.," Joudrie told Mack. "The priority this week is to start showcasing this technology to the American population, the advisor population and ultimately the clients that are going to get access to these amazing plans."
Joudrie was at Future Proof in part to show off what Conquest Planning could do for advisors, including taking the stage for a seven-minute "demo drop" that he said was "an exciting showcase" for the company.
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"The biggest [problem] we're trying to solve now is making financial planning more accessible," Joudrie said. "We really want everyone to get a financial plan. … It's an opportunity really to deliver a next- and best-in-class technology that is making it more efficient for advisors to deliver advice to every single client."
Check out the full interview with Brad Joudrie below.
Future Proof, an event billed as the first wealth festival, is making its return next summer and dates for Future Proof 2024 have already been announced. The event is slated to return to Huntington Beach Sept. 15-18, 2024.
Future Proof is also expanding in the new year with the addition of Future Proof Retreat, an additional event for wealth management leaders that will take place March 24-27 in Colorado Springs.
And while you're here, make sure to check out more videos of FP @ FP:
